IBAO Awards of Excellence - Nomination Form

IBAO Awards of Excellence - Nomination Form
IBAO’s Awards of Excellence celebrates achievements across Ontario’s broker channel.
If you or a broker you know has excelled in your field and deserves some recognition,
we encourage you to submit a nomination.

We also invite you to attend the IBAO's Awards of Excellence Gala, where the winner will be announced live during the evening’s celebration:

Date: Wednesday, October 22
Time: 7:00 PM – 10:00 PM
Location: Fallsview Casino Resort, 6380 Fallsview Blvd, Niagara Falls, ON L2G 7X5

If you have any questions, feel free to reach out at marketing@ibao.on.ca
Which Award Category are you applying?

LARGE BROKERAGE AWARDSMALL BROKERAGE AWARDDEI BROKERAGE AWARDRISING TALENT AWARDRODNEY HANCOOK AFFILIATE AWARDINSURTECH AWARD

LARGE BROKERAGE AWARD
ELIGIBILITY
• More than 25 licensed brokers
• Principal Broker/Senior Management cannot be a member of the IBAO Executive/Board of Directors
• Brokerage must be an IBAO Member
Nominator's Name

First NameLast Name
Nominator's Email
example@example.com
Phone Number
Brokerage Name
Brokerage Address

Street Address

Street Address Line 2

CityState / Province

Postal / Zip Code
Brokerage Website
Years of Founding
Number of Licensed Brokers
How has your brokerage adapted to the changing market in recent years (ie. technology, internal efficiencies, staffing, recruitment)?

0/500
How is your brokerage creating a positive and vibrant office culture (ie. performance management systems, employee training and development, staff empowerment, retention, working towards common goals)?

0/500
How has your brokerage adopted tools and practices that appeal to changing consumer preferences and demographics (ie. digital presence and processes, customer outreach, communication strategies, advertising, automation, charitable giving)?

0/500
How has your brokerage demonstrated strong operational performance (ie. actions/strategies that create measurable internal efficiency gains, new customers, retention, growth percentage by policy/premium, profitability, financial stability)?

0/500
How has your brokerage demonstrated an unwavering focus on the customer (ie. NPS, Google Reviews, customer testimonials)?

0/500
How has your brokerage given back to its local community and/or contributed to charities through volunteering, charitable giving or other involvement?

0/500
Supporting Documents

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SMALL BROKERAGE AWARD
ELIGIBILITY
• 25 or fewer licensed brokers
• Principal Broker/Senior Management cannot be a member of the IBAO Executive/Board of Directors
• Brokerage must be an IBAO Member
Nominator's Name

First NameLast Name
Nominator's Email
example@example.com
Phone Number
Brokerage Name
Brokerage Address

Street Address

Street Address Line 2

CityState / Province

Postal / Zip Code
Brokerage Website
Year of Founding
Number of Licensed Brokers
How has your brokerage adapted to the changing market in recent years (ie. technology, internal efficiencies, staffing, recruitment)?

0/500
How is your brokerage creating a positive and vibrant office culture (ie. performance management systems, employee training and development, staff empowerment, retention, working towards common goals)?

0/500
How has your brokerage adopted tools and practices that appeal to changing consumer preferences and demographics (ie. digital presence and processes, customer outreach, communication strategies, advertising, automation, charitable giving)?
How has your brokerage demonstrated strong operational performance (ie. actions/strategies that create measurable internal efficiency gains, new customers, retention, growth percentage by policy/premium, profitability, financial stability)?
How has your brokerage demonstrated an unwavering focus on the customer (NPS, Google Reviews, customer testimonials)?
How has your brokerage given back to its local community and/or contributed to charities through volunteering, charitable giving or other involvement?
Supporting Documents

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DEI BROKERAGE AWARD
ELIGIBILITY
• Comprehensive DEI Strategy: Nominees should demonstrate a well-rounded and proactive commitment
to diversity, equity, and inclusion across all levels of their organization. This includes the development and
implementation of DEI policies, continuous education and training programs, and innovative practices that
promote inclusivity.
• Effectiveness and Impact of DEI Initiatives: Nominees must showcase how their efforts have led to
significant improvements in workforce diversity, employee engagement, leadership inclusiveness, and
client relations.
• Future Commitment to DEI: Nominees should showcase ongoing and future plans for maintaining and
expanding their DEI efforts. This includes setting clear, actionable DEI goals, securing resources for
sustained initiatives, and mechanisms for regular review and adaptation of DEI strategies to meet evolving
needs and challenges.
Nominator's Name

First NameLast Name
Nominator's Email
example@example.com
Phone Number
Brokerage Name
Brokerage Address

Street Address

Street Address Line 2

CityState / Province

Postal / Zip Code
Brokerage Website
How does your brokerage demonstrate its commitment to diversity, equity, and inclusion? Please describe specific initiatives or policies that have been implemented.

0/500
What positive impacts have your DEI initiatives had on your brokerage (ie. workplace culture, employee satisfaction, client relations, and business outcomes)?

0/500
How are employees and leadership involved in your DEI efforts? Please share examples of how various levels of your organization participate in these initiatives.
What challenges has your brokerage faced in implementing effective DEI practices? How have these challenges been addressed?
What are your brokerage’s future goals regarding diversity, equity, and inclusion? How do you plan to achieve these goals and continue to build on your current efforts?
Supporting Documents

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RISING TALENT AWARD
ELIGIBILITY
• Under 40 years of age or have less than 5 years’ experience with a RIBO license
• Cannot be a member of the IBAO Executive/Board of Directors (YBC Council Team Leads are eligible to
apply)
• Must be employed by an IBAO Member Brokerage
Nominator's Name

First NameLast Name
Nominator's Email
example@example.com
Phone Number
Brokerage Name
Brokerage Address

Street Address

Street Address Line 2

CityState / Province

Postal / Zip Code
Brokerage Website
LinkedIn (or social media)
Number of Years Licensed
How is this broker helping to inspire and implement new approaches within the brokerage and broader insurance industry?

0/500
How does this broker set high customer service standards, inspire their peers, invest in continuous education and give back to their community?

0/500
How has this broker established their personal brand (i.e. how do they articulate their value proposition, how are they recognized as an expert in the field, how do they leverage a consistent image and message across platforms, how have they advanced their career)?
How does this broker demonstrate a strong record of adding value to corporate strategy (i.e. specific actions/strategies that create measurable internal efficiency gains, number of clients/policies, customer retention, growth percentage by policy/premium)?
How has this broker gone above and beyond to help their clients?
Supporting Documents

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RODNEY HANCOOK AFFILIATE AWARD
ELIGIBILITY
• Must be a recognized Ontario Affiliate Association
Nominator's Name

First NameLast Name
Nominator's Email
example@example.com
Phone Number
Affiliate Name
Affiliate President Name

First NameLast Name
Affiliate Website
Affiliate Education Programs
Members of Affiliate Board of Directors
Brokerage Address

Street Address

Street Address Line 2

CityState / Province

Postal / Zip Code
What changes has the Affiliate made to remain vibrant, including strategies to ensure the future sustainability of the organization?

0/500
Describe the quality of Affiliate meetings and events including frequency of meetings/events, attendance levels, speakers/topics and social/fun/innovative aspects that foster the broker network and establish a sense of community.

0/500
How does the Affiliate communicate with its members, what types of content are shared, what channels are used to get the message out and how effective are they (i.e. open rates, social engagement, growth)? How are membership levels maintained and new members brought on board?
How has the Affiliate integrated Young Brokers, and as a result, what evidence of increased industry engagement can be shared?
How has the Affiliate helped promote Ontario’s broker channel, its local brokerages and broker professionals, and the broker value proposition?
What efforts has the Affiliate made with respect to political advocacy and involvement?
Supporting Documents

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INSURTECH AWARD
ELIGIBILITY
• Innovation: Nominees for this award are expected to exhibit a pioneering approach to insurance
technology. This involves creating new products, services, or technologies that have made significant
contributions to transforming the industry.
• Impact: Nominees must demonstrate how their technological innovations have beneficially influenced the
insurance sector, its customers, and other stakeholders. Key impacts to highlight include enhancements in
operational efficiency, cost reductions, improved client service, and broader accessibility.
• User Adoption: Nominees should provide evidence of effective adoption of their technology solutions.
Indicators of success include positive client feedback, and robust user engagement.
Nominator's Name

First NameLast Name
Nominator's Email
example@example.com
Phone Number
Brokerage Name
Brokerage Address

Street Address

Street Address Line 2

CityState / Province

Postal / Zip Code
Brokerage Website
LinkedIn (or social media)
What is the innovative technology, product, or service? Who are the key players involved, and how has it positively impacted the insurance industry?

0/500
How was the innovation developed? What inspired or motivated its inception?

0/500
How has the innovation been received within the industry? Please provide specific feedback or testimonials.
What significant challenges or obstacles did the initiative face, and how were they overcome?
What are the future plans for this innovation? How does the nominee intend to sustain and evolve the initiative?
Supporting Documents

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IBAO Awards of Excellence - Nomination Form

LARGE BROKERAGE AWARD

SMALL BROKERAGE AWARD

DEI BROKERAGE AWARD

RISING TALENT AWARD

RODNEY HANCOOK AFFILIATE AWARD

INSURTECH AWARD